SXYAY - Sika: Sub-Par Timing But Solid Targets And A Good Upside

2024-03-07 07:53:28 ET

Summary

• Sika AG is a solid investment option with strong fundamentals and market leadership in specialty chemicals.
• The company has a history of consistent growth and resilience, with no declining adjusted EPS in over 12 years.
• Sika's portfolio includes world-leading brands in bonding, sealing, damping, reinforcing, and protection, with impressive margins and market share.

Dear readers/followers,

My article timing for investing in Sika AG ( SXYAY ) has been less ideal. In fact, when it comes to the articles that I've published, most of them have been published at relative peaks. It's important to understand though that they do not represent the exact times I've bought shares. Also, I bought shares of Sika when the company was at the comparative trough in 2023 as well, during the fall. Here are the RoR and the trends since my latest two articles for this company.

So, my position for Sika AG is in fact at an impressive overall RoR, even if these articles haven't exactly come in at a good time overall. I do however believe that Sika AG remains a solid investment option with strong fundamentals and market leadership. Remember what exactly it is that Sika does - specialty chemicals in a way that very few other companies manage, with a near-on counter-cyclicality....

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